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MUSA: Leadership Transition And Expanded Buybacks Will Support Steady Shareholder Returns

Leadership Changes And Share Buybacks Will Drive Suburban Expansion Plans Forward

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MUSA
AnalystConsensusTarget
Not Invested
Published 23 Aug 2024

Update shared on 09 Dec 2025

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AnalystConsensusTarget's Fair Value
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1Y
-22.2%
7D
-0.5%

Analysts have slightly raised their price target on Murphy USA by $0.00 to reflect marginally higher discount rate assumptions and a modestly richer future P E multiple, while keeping fair value estimates effectively unchanged.

What's in the News

  • The Board has named current Chief Operating Officer Mindy K. West as President and successor to CEO Andrew Clyde, effective January 1, 2026. Clyde will remain as a non executive advisor through February 2027 (company announcement).
  • The Board has authorized a new share repurchase program of up to $2.0 billion, valid through December 31, 2030, to support long term capital allocation and shareholder returns (company announcement).
  • The company reports completion of 2,628,008 share repurchases, or 13.04% of shares, for $1.14 billion under the existing buyback launched May 2, 2023. This includes 569,428 shares repurchased in the latest quarter (company announcement).
  • The Board has declared a quarterly dividend of $0.63 per share, a 19% increase versus the third quarter of 2025, payable December 1, 2025 to holders of record on November 10, 2025 (company announcement).
  • Murphy USA has appointed Donald R. Smith Jr. as interim Chief Financial Officer following the departure of Executive Vice President and CFO Galagher Jeff. The company noted no disagreement over operations or financial reporting (company announcement).

Valuation Changes

  • Fair value estimate remains unchanged at $423.29 per share, indicating no net impact from updated assumptions.
  • The discount rate has risen slightly from 9.17 percent to about 9.32 percent, reflecting a modestly higher required return.
  • Revenue growth is essentially unchanged, moving fractionally from about 8.46 percent to 8.46 percent.
  • The net profit margin is effectively flat, edging from about 2.41 percent to 2.41 percent with no meaningful change to profitability expectations.
  • The future P/E ratio has increased slightly from about 15.78 times to 15.85 times earnings, implying a modestly richer valuation multiple.

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